Patients with a past due balance that have been sent to a collection agency can be reviewed in the Accounting module or within an Aging Report in the Reports module.
Instructions
Accounting Module
After you have completed a search for collections invoices, the Accounting module displays an accounts receivable balance. For patients with multiple invoices, each invoice is listed individually.
- Access Accounting > Invoices.
- Select the following options:
- Location: Select a practice location or All.
- Status: Active.
- Approval: All.
- Note: When an invoice is sent to collections, the approval should be Authorized. However, selecting All in this field allows for human error.
- Payer Type: Collections.
- Click 'Search.' Note: Click on the invoice to open and view.
Reports Module
This report displays an accounts receivable total for all invoices sent to collections. For patients with multiple invoices, the patient is listed once, with aggregate totals within each age-range column.
- Access Reports > Accounting > Aging Report.
- Select the following options:
- Location: Select a practice location or do not change from All Locations.
- Payer Type: Collections
- Date: Defaults to current date, change if needed.
- Click 'Search.' Note: Click the gear icon to export or print the report.